At Step 3 there is a field called Effective Date which we will take the opportunity to describe in more depth now.
The Effective Date allows you to apply your adjustments to a specific time for Accounting Purposes. it is important to take note of how you will be implementing the Effective Date as this has direct impact on your Accounting.
Today: This will apply the adjustment being made to today's date. Be mindful that if "today" is not in the same billing period as the original conversion date, any Revenue or Cost being adjusted will not affect this bill. Consequently, it will affect the current billing cycle.
Conversion Date: This will apply the adjustment to the original date the Conversion(s) occurred and will apply to the bill associated to the date the Conversion(s) occurred in.
Custom: This allows you to choose a custom date when the adjustments occur. You can not adjust conversions to a date before the original conversion event or in the future.
Note: This will apply to LTV changes in the future.